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Sr Operations Specialist

$17.23 - $28.72 per hour

LPL Financial LLC

Job Overview The Senior Operations Specialist supports the Branch Exams team by preparing reports used by Branch Examiners to gain familiarity with the activities of each branch, including risk insights that steer the trajectory of the Branch Exam. The role is responsible for exporting and distributing reporting to large enterprise clients, providing insights into upcoming Branch Exams and outcomes from prior Exams. The position is located at the Fort Mill, SC facility. Responsibilities Export and consolidate a variety of reports specific to individual branch offices in preparation for upcoming branch inspections. Consolidate multiple data sources into a single resource used by Examiners to cross‑reference approvals, disclosures and exceptions. Export and distribute Branch Exam reporting to large enterprise clients. Effectively communicate with other internal departments and external clients. Execute with excellence adhering to established quality control measures and procedures. Perform other assignments as required by management. Qualifications Strong interpersonal, organizational and communication skills (written and verbal). Client‑first mindset with an operational or administrative background. Strong attention to detail, problem‑solving skills and excellent verbal and written abilities. Proficient in Microsoft applications, especially Excel (VLOOKUP and Pivot Tables), Outlook and Word. Minimum two years of experience in an administrative or operational capacity. Ability to prioritize tasks and work independently while meeting job responsibilities. Professional demeanor to represent LPL in a client‑facing role and across all levels within and outside the organization. Ability to interact with people of all levels, including clients and senior leadership, in a confident, professional manner. Adaptable and flexible approach to thrive in a rapidly changing environment. Associate or Bachelor’s degree is preferred. Core Competencies Excellent oral and written communication skills. Exceptional organizational skills and strong attention to detail. Ability to work individually and as part of a high‑functioning team. Proficiency in Microsoft Suite. Preferences Exceptional written and verbal communication skills. Financial Services industry experience or support for a growth organization is a plus. Proactive and solution‑oriented mindset, anticipating needs and taking initiative. Pay Range #LI-PA $17.23–$28.72 per hour. Actual base salary varies based on factors, including but not limited to relevant skill, prior experience, education, internal peer base salary, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive, designed to support success at work, at home, and at play – including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Equal Opportunity Employer Principals only. EOE. #J-18808-Ljbffr LPL Financial LLC

Vacancy posted 4 days ago
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